Micron Is Up 900% - Here's Why The AI Memory Trade May Still Have Room To Run

In less than a year's time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective. Micron, Samsung, and SK hynix now rank among the world's top 20 most valuable stocks, each with market capitalizations well above $1 trillion.

Seeking Alpha • Jul 1, 2026

AI Bubble Burst: Meta Admits 'Excess Compute Capacity'

Indications are that Meta admitted to having an excess compute capacity, and this is the first hyperscaler to admit so, with more likely to follow. The implications are a reduced or stalled AI capex, and thus, the AI infrastructure bubble burst.

Seeking Alpha • Jul 1, 2026

Beyond Cloud & Memory: Infrastructure ETFs to Buy Amid AI Data Center Boom

ETFs like PAVE offer diversified exposure to AI data center power infrastructure as utilities and grid equipment firms benefit from rising AI build-out spending.

Zacks Investment Research • Jun 26, 2026

Forget XLU. The Grid Fund Actually Powering the AI Boom Is Up 23% in 2026

If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the demand wave.

24/7 Wall Street • Jun 25, 2026

Nvidia, CoreWeave, And Nebius: Inside The Circular Financing Of The GPU Boom

Neoclouds are seeing massive hyperscaler demand as companies race to scale AI infrastructure, resulting in rapid revenue and backlog growth. Leaders like CoreWeave and Nebius enable this through access to the latest Nvidia GPU's while also optimizing compute utilization.

Seeking Alpha • Jun 17, 2026

GRID: AI Needs Power, Not Just Chips

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) is rated a Strong Buy for its focus on electrical infrastructure modernization. GRID distinguishes itself from other clean energy funds by targeting companies that build, upgrade, and digitize the energy grid, not speculative solar or wind plays. Despite a high weighted average P/E ratio (~43x), GRID is in early earning cycles and has attracted significant net inflows ($6.9B in 12 months).

Seeking Alpha • Jun 16, 2026

Should You Invest in the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID)?

If you're interested in broad exposure to the Utilities - Infrastructure segment of the equity market, look no further than the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID), a passively managed exchange traded fund launched on November 16, 2009.

Zacks Investment Research • Jun 3, 2026

The $1.5 Trillion Grid Modernization Cycle Is Just Beginning and These 3 ETFs Own the Pure Plays Investors Keep Missing

Utility capital expenditure plans, federal modernization grants, and the power needs of AI data centers have converged into what industry estimates peg at roughly $1.5 trillion in cumulative grid investment over the next decade.

24/7 Wall Street • Jun 1, 2026

Beyond Cloud: 4 Infrastructure ETFs for the Tech-Wary Investor

Infrastructure ETFs are gaining momentum as grid upgrades, EV charging expansion and decarbonization fuel demand beyond AI.

Zacks Investment Research • May 28, 2026

Tantalus Systems Holding Inc. (GRID:CA) Discusses Q1 Performance, New Analytics Offering, and Insights from Recent Users Conference Transcript

Tantalus Systems Holding Inc. (GRID:CA) Discusses Q1 Performance, New Analytics Offering, and Insights from Recent Users Conference Transcript

Seeking Alpha • May 20, 2026